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Business Advisory

Business Setup & Process Improvement

Starting something new?  Take your first step with confidence by hiring a CPA to ensure your business is compliant, efficient, and has the tools and resources needed to succeed.

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Want to rise above the competition?  Take your business and peace of mind to the next level with an upgraded financial workflow and stronger internal controls.

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Financial Engagement Support

When auditors need information yesterday without notice, take the pressure off. Relax knowing that a CPA and former auditor is by your side, ready to support you from start to finish and beyond.

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Business Compliance

Allow SFS to mediate and resolve potential compliance issues and provide peace of mind to both you and the regulators.    

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Forensic Analysis

Is anything unusual happening or feel strange in your company? Hire a skilled accountant and fraud expert to discreetly review the situation, so you can learn the truth and take appropriate action.

Individual Advisory

Individual Advisory

Budgeting & Cash Management

Hire a CPA to receive personalized guidance to cut costs and grow wealth for you and your loved ones.

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The Guardian Package*

Need something customizable over time?  For a monthly fee, choose the services you want for the timeframe(s) you need. 

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*Subject to availability and approval. 

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Let's Work Together

Shields Financial Services is dedicated to you. I'm not satisfied until you are, period. If I can't provide what you need, I'll find someone reliable who can.

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